Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zachary Heifetz is a financial advisor registered with Kestra Advisory Services, LLC. Steven has been in the industry since May 1990 and has experience in both investment advisory and brokerage services. Steven is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 63, and Series 65 license. Steven has provided financial planning, investment advisory services, and insurance products to clients. Steven also has experience working with individuals, families, businesses, and charitable organizations. In addition to his work with Kestra Advisory Services, LLC, Steven serves on the board of directors for Colorado Feeding Kids and South Denver Kiwanis Foundation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
07/26/2023 - Present
Kestra Advisory Services, LLC (DENVER CO)
AZ
01/05/1998 - 06/15/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
04/24/1990 - 12/12/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1990 - 12/12/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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